Google Sheets + Perfex CRM
Create new Google Sheets rows for new Perfex CRM projects
Start a new project in Perfex CRM and this automation instantly creates a corresponding row in your Google Sheets document. It simplifies your client management by keeping your spreadsheet up-to-date with your Perfex CRM projects. Say goodbye to manual data input, save valuable time, and focus more on project execution and client satisfaction.
Start a new project in Perfex CRM and this automation instantly creates a corresponding row in your Google Sheets document. It simplifies your client management by keeping your spreadsheet up-to-date with your Perfex CRM projects. Say goodbye to manual data input, save valuable time, and focus more on project execution and client satisfaction.
- When this happens...New Project
Triggers when a new project is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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